All posts tagged Volatility

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    January 19, 2021

    Let’s talk about renewable energy. You heard some interesting comments at a recent conference.

    Xebec Adsorption – Actual Investment, first purchased: XBC 6/10/2020.
    Northland Power – Former Investment, sold: NPI 11/11/2020.
    The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.
    The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.


    Funds Jennifer manages:
    Caldwell North American Fund (formerly Caldwell Balanced Fund)
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    November 25, 2020

    So many events in the world this year have been out of our control. What hope can you point to for investors in the future?

  • Thomas S. Caldwell, C.M.

    Chairman

    November 18, 2020

    Do you believe corporate earnings are still relevant?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 28, 2020

    Investors are inundated with negativity from every aspect, how can investors cope?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    The market’s volatility over the first half of 2020 has prompted Investment Advisors to take a hard look at their product shelves.

  • Thomas S. Caldwell, C.M.

    Chairman

    July 29, 2020

    Which economic theme has been coming through lately?

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